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GWS
Glassman Wealth Services’s
Trane Technologies
TT
Stock Holding History
Glassman Wealth Services’s Portfolio
TT Stock Details
TT Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q4
–
Sell
-474
Closed
-$69K
–
2035
2022
Q3
$69K
Buy
+474
New
+$70.8K
0.01%
317
2020
Q2
–
Sell
-328
Closed
-$27K
–
1540
2020
Q1
$27K
Sell
328
-6
-2%
-$728
0.01%
301
2019
Q4
$44K
Buy
334
+8
+2%
+$1.01K
0.02%
273
2019
Q3
$40K
Buy
326
+1
+0.3%
+$122
0.02%
267
2019
Q2
$41K
Buy
325
+3
+0.9%
+$359
0.02%
274
2019
Q1
$35K
Buy
322
+9
+3%
+$912
0.02%
279
2018
Q4
$29K
Hold
313
–
–
0.02%
250
2018
Q3
$32K
Hold
313
–
–
0.01%
263
2018
Q2
$28K
Sell
313
-8
-2%
-$702
0.01%
257
2018
Q1
$27K
Buy
321
+3
+0.9%
+$269
0.02%
247
2017
Q4
$28K
Buy
318
+13
+4%
+$1.15K
0.02%
217
2017
Q3
$27K
Buy
305
+5
+2%
+$442
0.02%
201
2017
Q2
$27K
Buy
+300
New
+$26.3K
0.02%
203
Other funds holding TT
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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$2.9T AUM
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1-Year Est. Return
Ameriprise
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$431B AUM
30.22%
1-Year Est. Return
AWA
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$1.33B AUM
25.12%
1-Year Est. Return
GIM
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$11.2B AUM
0.58%
1-Year Est. Return
Bank of New York Mellon
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$544B AUM
28.31%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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